See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 12 320 PARK AVENUE · NEW YORK, NY 10022 | Claims processing; Participant loan p... | $149 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,446 | $61,272-51.9% | $149,673-80.3% | $71,457-58.8% |
| Participation rate | 92.2% | 62.5%+29.7pp | 78.8%+13.4pp | 67.9%+24.3pp |
| Annual return | 17.91% | 35.85%-17.9pp | 134.42%-116.5pp | 28.85%-10.9pp |
| Employer contribution / active EE | $2,584 | $2,378+8.6% | $4,818-46.4% | $2,588-0.2% |
| Participant deferral / active EE | $2,006 | $2,917-31.2% | $5,680-64.7% | $4,289-53.2% |
| Admin fee / account holder | $1 | $1,261-99.9% | $13,210-100.0% | $1,587-99.9% |